Cmh Wealth Management, LLC (North Hampton)

Name: Cmh Wealth Management, LLC
Address: 155 Lafayette Road, North Hampton, NH, 03862
Telephone: (603) 379-8161

Cmh Wealth Management, LLC is a large advisory firm based in North Hampton. It manages $414.52 million of regulatory assets for 339 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Maine, and 3 other states.

Cmh Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cmh Wealth Management: assets under management

The assets under management (AUM) of Cmh Wealth Management, LLC is $414.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1363% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $414.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.22 million each.

Cmh Wealth Management has custody of $208.38 million in cash and securities for 65 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 41% of the total AUM. The second-largest asset type is investment and business development companies, which make up 23% of the firm’s portfolio. Investments in state and local bonds form 17% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cmh Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cmh Wealth Management serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Cmh Wealth Management is high net worth individuals with 105 clients and $375.43 million of assets under management. Among the 9 most similar advisory firms, Cmh Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $410.77 million for 178 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cmh Wealth Management doesn't advise any private funds.

Careers at Cmh Wealth Management, LLC

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Michael Brown	Manager / chief compliance officer	1 Apr 2009	Other	5525861
Llc Interim Holdings	Member	1 Apr 2009	75% - 100%	45-0592675
Brian Patrick Carolan	Managing member	1 May 2009	50% - 75%	2195631
Kristen Lynn Hanley	Chief compliance officer	1 May 2009	Other	2681464
Karen Roelke Mccloskey	Managing member	1 May 2009	50% - 75%	2102479
Kristen Hanley Syracusa	Member / chief compliance officer	1 May 2009	25% - 50%	2681464

Based in North Hampton

The principal office where Cmh Wealth Management, LLC performs its advisory services is located at 155 Lafayette Road, North Hampton, NH 03862, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (603) 379-8161 or by fax (603) 379-8165. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at cmhwealth.com.